• AerCap Holdings N.V. recently delivered its tenth Boeing 787 aircraft on lease to Grupo Aeroméxico, S.A.B. de C.V., marking its 100th Dreamliner delivery from its direct Boeing orderbook and Aeroméxico’s 25th 787.
• This milestone underscores AerCap’s scale as the world’s largest Boeing 787 owner, with roughly 140 Dreamliners owned and on order, reinforcing its influence in widebody leasing.
• We’ll now examine how AerCap’s 100th Boeing 787 delivery milestone with Aeroméxico fits into and potentially reinforces its investment narrative.

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AerCap Holdings Investment Narrative Recap

To own AerCap, you need to believe that global air travel and airline fleet renewal will keep supporting strong demand for modern, fuel efficient aircraft and high lease extension rates. The 100th 787 delivery with Aeroméxico reinforces AerCap’s position in widebody leasing, but it does not materially change the key near term swing factors, which remain the risk of OEM driven oversupply and the impact of AerCap’s large, ongoing capital deployment on leverage through the cycle.

The recent US$1,000,000,000 share buyback authorization through December 31, 2026 is the clearest related development, because it shows how AerCap is choosing to deploy cash alongside its sizeable Boeing 787 commitments. For investors, the interaction between fleet growth, shareholder returns, and a slowing forward order book after 2027 is central to judging how resilient AerCap’s earnings power could be if current tight supply conditions ease.

However, investors should also be aware that if OEM aircraft deliveries accelerate and leasing supply increases, it could...

AerCap Holdings' narrative projects $8.3 billion revenue and $2.4 billion earnings by 2029.

Uncover how AerCap Holdings' forecasts yield a $178.90 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members see AerCap’s fair value between US$178.90 and US$344.52, based on just 2 independent views, underlining how far opinions can differ. You should weigh those perspectives alongside the risk that a faster OEM delivery ramp could pressure lease rates and asset values, then compare that to your own expectations for the company’s future performance.

Explore 2 other fair value estimates on AerCap Holdings - why the stock might be worth just $178.90!

The Verdict Is Yours

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your AerCap Holdings research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.
• Our free AerCap Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AerCap Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.